QUALIFICATIONS:

Designated by the Internal Revenue Service as a Registered Tax Return Preparer

  • Certified Professional Bookkeeper and member in good standing with the American Institute of Professional Bookkeepers
  • Graduated Magna Cum Laude from Buena Vista University. Received award as the Top Student in the Accounting Major
  • Member in good standing: National Society of Accountants, National Association of Tax Professionals, National Society of Tax Professionals
  • 30 Years experience in governmental, tax, nonprofit and for profit accounting
  • References available upon request

SERVICES:

  • Income Tax Preparation including all states, electronic filing, and Easy Pay options
  • Full Service Bookkeeping, Payroll and Payroll Tax Returns
  • Accounts Receivable and Accounts Payable
  • Bank Reconciliations – Personal or Business Accounts
  • General Ledger
  • Not-for-profit Accounting
  • Balance Sheets, Profit and Loss Statements, and Custom Reports
  • Trial Balance